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A Big Week at GPS

A Big Week at GPS

It’s been a joy to lead Gift Planning Services for over 20 years. With mixed emotions, I’ve decided I’ll be stepping down from my role at the end of the month. Here’s what’s ahead for our team and our beloved clients.

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So You Have a Legacy Plan. Now What?

So You Have a Legacy Plan. Now What?

A legacy plan usually takes a lot of time and intentionality to put in place. If you’ve finished a plan, congratulations! But you’re never quite done. Here are some easy steps to take, once a plan is in place, to communicate your wishes and keep everything current.

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What, Exactly, is Planned Giving?

What, Exactly, is Planned Giving?

We throw around words like ‘planned giving’ and ‘gift planning’ and ‘legacy’ all the time, and we thought we’d start from ground level with this post: what, exactly, do we mean? More importantly, why does any of this matter?

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Put it on Paper: How to Write a ‘Legacy Letter’

Put it on Paper: How to Write a ‘Legacy Letter’

There are a lot of details that go into a legacy plan: who gets what, and how assets should be handled, are essential elements that need to be spelled out clearly. But it’s also important to consider the relational side of your legacy. Here’s one great way to leave a meaningful impact on those that matter most to you.

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